dylan522p says above:

> Chips themselves can be sold, yes. The IP cannot be licensed to non Chinese based semi firms.

I'd be astonished if licenses to Chinese SoC designers prevented products with those SoC's being sold outside China. So RockChip, Spreadtrum etc would be cut off from the rest of the world? Or forced to license separately with Arm UK for chips for products that are to be exported? Seems very unlikely.

Plus I'd expect we'd have seen action taken already if they really had broken the terms of the licensing.

Agreed that we're all speculating to some extent though!